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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,326 | $73,978-61.7% | $96,515-70.7% | $75,173-62.3% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 7.74% | 26.72%-19.0pp | 35.73%-28.0pp | 160.72%-153.0pp |
| Employer contribution / active EE | $780 | $2,931-73.4% | $3,740-79.1% | $2,671-70.8% |
| Participant deferral / active EE | $1,926 | $3,660-47.4% | $4,880-60.5% | $4,126-53.3% |
| Admin fee / account holder | $8,051 | $5,219+54.3% | $6,735+19.5% | $5,651+42.5% |